Self-Employed Financial Adviser
1 month ago
Are you an experienced Financial Advisor based in the London or the South East, eager for an opportunity to work internationally? MBF is excited to collaborate with a dynamic International Wealth Management firm poised for exceptional growth. Our partner is actively expanding its team of Self-Employed Financial Advisors, providing a unique chance for seasoned professionals like yourself.
Reasons to Join:
- Flexible Dual Registration: Our client stands out by empowering advisors with dual registration capabilities, allowing you to offer financial advice both in the UK and overseas. Say farewell to geographical constraints and embrace a lifestyle filled with freedom and opportunities.
- Client Buyout Options: Planning to retire in a sunny locale? We've got you covered. When you're ready, our client can seamlessly offer buyout options for your client base, ensuring a smooth transition as you step back to enjoy the rewards of your hard work. In the meantime, you can continue serving your UK clients while exploring new business prospects wherever you choose to reside.
- Lead Generation Support: Our client provides robust lead generation services, thanks to a strategic partnership with a leading Investment Management group. This partnership grants you access to regular fund performance updates, market insights, and a steady flow of qualified leads, empowering you to confidently expand and nurture your client portfolio.
Who We're Seeking:
- Experienced Financial Advisors: If you have a proven track record and a dedicated client base, we want to hear from you. Bring your expertise, ambition, and dedication to financial planning to our dynamic team.
- Entrepreneurial Spirit: Our client values independence, initiative, and determination. Whether you're an established advisor or an up-and-coming talent in the industry, our platform equips you with the tools, support, and flexibility needed for success.
Their Offer:
- Flexible Fee Split Agreement: Our client offers a flexible fee split arrangement based on your needs for lead generation assistance and other support.
- Comprehensive Support: Receive full paraplanning, administrative assistance, compliance guidance, and registration fee coverage.
- Continued Development: Benefit from ongoing guidance and support from a dedicated Senior Management team committed to helping you achieve success.
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